Statement of Services Required - purchasing.sc.edu
Transcript of Statement of Services Required - purchasing.sc.edu
Rev 0 03/19/2013
UNIVERSITY OF SOUTH CAROLINA
Statement of Services Required Student Health Center Construction Project
Columbia, South Carolina
STATE PROJECT H27-6091-SG
3/19/2013
STUDENT HEALTH CENTER CONSTRUCTION PROJECT
UNIVERSITY OF SOUTH CAROLINA
STATE PROJECT H27-6091-SG
Rev 0 1 03/19/2013
TABLE OF CONTENTS Overview ........................................................................................................................................................................ 5
Description of Phase 1 Preconstruction (Schematic Design) Services ........................................................................... 5
Project Management Services ................................................................................................................................... 5
Project Conference ................................................................................................................................................ 5
Construction Management Plan ............................................................................................................................ 6
Time Management .................................................................................................................................................... 6
Baseline Schedule .................................................................................................................................................. 6
Cost Management ..................................................................................................................................................... 6
Construction Market Survey .................................................................................................................................. 6
Project and Construction Budget........................................................................................................................... 7
Preliminary Estimate and Budget Analysis ............................................................................................................ 7
Management Information System (MIS) ................................................................................................................... 7
Establishing the Project MIS .................................................................................................................................. 7
Design Phase Procedures ....................................................................................................................................... 7
Description of Phase 2 Preconstruction (Design Phase) Services .................................................................................. 7
Project Management ................................................................................................................................................. 7
Revisions to the Construction Management Plan ................................................................................................. 8
Project Conference ................................................................................................................................................ 8
Design Phase Information ...................................................................................................................................... 8
Progress Meetings ................................................................................................................................................. 8
Review of Design Documents ................................................................................................................................ 8
Design Recommendations ..................................................................................................................................... 9
University Design Reviews ..................................................................................................................................... 9
Approvals by Regulatory Agencies......................................................................................................................... 9
Public Relations ..................................................................................................................................................... 9
Project Funding ...................................................................................................................................................... 9
Time Management .................................................................................................................................................... 9
Revisions to Master Baseline Schedule ................................................................................................................. 9
Phase 2 Preconstruction (Design) Phase Milestone Schedule ............................................................................... 9
Pre-Bid Construction Schedules............................................................................................................................. 9
Cost Management ................................................................................................................................................... 10
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Cost Control ......................................................................................................................................................... 10
Project and Construction Budget Revision .......................................................................................................... 10
Value Engineering Studies ................................................................................................................................... 10
Management Information System (MIS) ................................................................................................................. 10
Schedule Reports ................................................................................................................................................. 10
Project Cost Reports ............................................................................................................................................ 10
Cash Flow Report ................................................................................................................................................. 10
Design Phase Change Order Report..................................................................................................................... 10
Construction Buy-Out Phase ........................................................................................................................................ 11
Project Management ............................................................................................................................................... 11
Vendor Outreach Campaign ................................................................................................................................ 11
Prequalifying Bidders ........................................................................................................................................... 11
Delivery of Bid Documents .................................................................................................................................. 11
Pre-Bid Conferences ............................................................................................................................................ 11
Information to Bidders ........................................................................................................................................ 11
Addenda .............................................................................................................................................................. 12
Bid Opening ......................................................................................................................................................... 12
Construction Contracts ........................................................................................................................................ 12
Permits, Insurance and Labor Affidavits .............................................................................................................. 12
Time Management .................................................................................................................................................. 12
Pre-Bid Construction Schedule ............................................................................................................................ 12
Contractor’s Construction Schedule .................................................................................................................... 12
Cost Management ................................................................................................................................................... 13
Estimates for Addenda ........................................................................................................................................ 13
Analyzing Bids ...................................................................................................................................................... 13
Trade Contract Award.......................................................................................................................................... 13
Management Information System (MIS) ................................................................................................................. 13
Schedule Maintenance Reports ........................................................................................................................... 13
Project Cost Reports ............................................................................................................................................ 13
Cash Flow Reports ............................................................................................................................................... 13
Description of Construction Phase Services ................................................................................................................ 13
Project Management ............................................................................................................................................... 13
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Pre-Construction Conference .............................................................................................................................. 14
Onsite Management and Construction Phase Communication Procedures ....................................................... 14
Contract Administration Procedures ................................................................................................................... 14
Project Site Meetings ........................................................................................................................................... 14
Coordination of Other Independent Consultants ................................................................................................ 14
Review of Requests for Changes to the Contract Time and Price ....................................................................... 14
Quality Review ..................................................................................................................................................... 15
Operation and Maintenance Materials ............................................................................................................... 15
Substantial Completion ....................................................................................................................................... 15
Final Completion .................................................................................................................................................. 16
Time Management .................................................................................................................................................. 17
Master Baseline Schedule .................................................................................................................................... 17
Contractor’s Construction Schedule .................................................................................................................... 17
Construction Schedule Report ............................................................................................................................. 17
CM-R Review of Time Extension Requests .......................................................................................................... 17
Recovery Schedules ............................................................................................................................................. 17
Project Closeout Schedule ................................................................................................................................... 17
Cost Management ................................................................................................................................................... 18
Contractor Schedule of Values ............................................................................................................................ 18
Allocation of Costs to Contractor’s Construction Schedule ................................................................................. 19
Change Order Control .......................................................................................................................................... 19
Cost Records ........................................................................................................................................................ 20
Trade-Off Studies ................................................................................................................................................. 20
Progress Payments .............................................................................................................................................. 20
Management Information System (MIS) ................................................................................................................. 20
Schedule Maintenance Reports ........................................................................................................................... 20
Project Cost Reports ............................................................................................................................................ 20
Project and Construction Budget Revisions ......................................................................................................... 20
Contractor Progress Payment Reports ................................................................................................................ 20
Change Order Reports ......................................................................................................................................... 21
Post Construction Phase .............................................................................................................................................. 21
Project Management ............................................................................................................................................... 21
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Record Documents .............................................................................................................................................. 21
Organize and Index Operations and Maintenance Materials .............................................................................. 21
Occupancy Permit ................................................................................................................................................ 21
Warranty Services ................................................................................................................................................ 21
Time Management .................................................................................................................................................. 21
Occupancy Plan.................................................................................................................................................... 21
Cost Management ................................................................................................................................................... 21
Change Orders ..................................................................................................................................................... 21
Management Information System (MIS) ................................................................................................................. 22
Closeout Reports ................................................................................................................................................. 22
MIS Reports for Move-in and Occupancy ............................................................................................................ 22
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STATE PROJECT H27-6091-SG
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STATEMENT OF SERVICES REQUIRED
OVERVIEW Acting as a member of the Project Team in cooperation with the University and the Designer, the CM-R will be
tasked to provide a broad range of design support and construction services including, but not limited to: schedule
and constructability reviews; value engineering (VE); identification of alternatives in project delivery phasing and
early procurement options; prequalification of trade subcontractors; and preliminary pricing of general conditions
site services and the general and trade contracts. These activities will first support the development of an overall
Total Construction Cost and Baseline Schedule. The CM-R will then assist the University and Designer in the
development of a final Maximum Allowable Construction Cost (MACC) and Project Construction Schedule as the
construction documents prepared by the design team reach a point for final pricing near the end of the design
phase. Subject to negotiation or adjustment by change order, the following major elements of service are
anticipated for the Project. This description is, of necessity, general and the successful proposer will be expected to
engage in good faith negotiations regarding the details of these or any other services required to ensure project
success.
DESCRIPTION OF PHASE 1 PRECONSTRUCTION (SCHEMATIC DESIGN) SERVICES The initial phase, which is expected to last no more than three months, shall be directed at assisting the University
in the establishment of a final Facility Program founded on a realistic and achievable Total Project Cost and
Baseline Construction Schedule for submission to University and State funding approval authorities. At the
conclusion of Phase 1 of Preconstruction the design documents shall be considered at the Schematic Design level
of definition.
PROJECT MANAGEMENT SERVICES
All preconstruction schematic design phase activities related to the Project shall be conducted in conformance
with the applicable requirements of the Manual for Planning and Execution of State Permanent
Improvements−Part II as issued by the Office of State Engineer (“the OSE Manual”). These activities include, by way
of example and without limitation, the development, content, review and approval of submittals to the Office of
State Engineer and other authorities; any solicitations of interest or other public notices of business opportunities
related to the Project; and any public activities related to the Project, all of which are generally described in
Chapters 4 through 6 of the OSE Manual. Consistent with the above, the CM-R shall provide the following specific
schematic design phase services:
PROJECT CONFERENCE At the start of the Schematic Design Phase the CM-R shall conduct a project conference attended by the Designer,
the University and others as necessary. The focus of the meeting shall be establishment of a shared vision for and a
full understanding of the Project and the roles, expectations and challenges faced by the project team. During the
Project Conference, the CM-R shall review drafts of the Construction Management Plan, the Master Baseline
Schedule, the Project and Construction Budget, and the MIS. Topics to be addressed include:
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Project Goals and Objectives, including an understanding of why this project is important to the Project
Sponsor (USC Student Services) and the University and how this project relates to other priorities and
planned work.
Master Plan, Deliverables, Structure and Responsibilities, including reporting relationships and major
responsibilities of all parties. Define who is responsible, who is to be kept informed and who provides
support and/or consultation.
Critical Success Factors and Project Acceptance Criteria, including how team members will be measured
on their deliverables.
Risk and Issues Management, including how risks and issues will be identified, communicated to the team
and addressed to appropriate levels in the project chain of command.
Communication Strategies for both internal and external communications, including documentation; how
issues are to be communicated to appropriate levels in the project chain of command; and how
confidential information will be identified and handled.
Change Management, including the process for managing scope or budget changes. Identify the roles and
responsibilities for initiating and authorizing changes and the processes required to support the approval
of changes.
CONSTRUCTION MANAGEMENT PLAN The CM-R shall prepare a Construction Management Plan for the Project and shall make recommendations for
revisions to the plan throughout the duration of the Project, as may be appropriate. In preparing the Construction
Management Plan, the CM-R shall consider the University’s schedule, budget, and design requirements for the
Project and the requirements for review and approval by OSE, the Office of the State Fire Marshal, the South
Carolina Department of Health and Environmental Control and other Authorities Having Jurisdiction. The CM-R
shall then develop various alternatives for the sequencing and management of the Project and shall make
recommendations to the University. The Construction Management Plan shall also include a description of the
various bid packages recommended for the Project. The Construction Management Plan shall be presented to the
University for its review and approval.
TIME MANAGEMENT
BASELINE SCHEDULE In accordance with the Construction Management Plan, the CM-R shall prepare a Master Baseline Schedule for the
entire Project. The Master Baseline Schedule shall specify the proposed start and finish dates for each major
project activity. The CM-R shall submit the Master Schedule to the University for its review and approval.
COST MANAGEMENT
CONSTRUCTION MARKET SURVEY The CM-R shall conduct a Construction Market Survey to provide current information regarding the general
availability of local construction services, labor, materials and equipment cost and other economic factors related
to the Project. A report of the Construction Market Survey shall be provided to the University, the Office of State
Engineer and the Designer. The results of the survey and input from the University will provide input to the CM-R’s
final Vendor Outreach Plan for stimulation of local vendor interest and M/WBE involvement.
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PROJECT AND CONSTRUCTION BUDGET Based on the Construction Management Plan and the Construction Market Survey, the CM-R shall prepare a
Project and Construction Budget based on separate divisions of the Work required for the Project and shall identify
contingencies for design and construction uncertainties. The basis for the amounts and risks associated with
contingencies will be fully discussed with the University and the Designer. The Construction Budget shall be
prepared in conformance with the requirements of Appendix F of the Manual for Planning and Execution of State
Permanent Improvements−Part II, formatted according to the latest version of ASTM E1557. The CM-R shall submit
the Project and Construction Budget to the University for its review and approval. The Project and Construction
Budget shall be revised as directed by the University.
PRELIMINARY ESTIMATE AND BUDGET ANALYSIS The CM-R shall analyze and report to the University the cost of various design and construction alternatives,
including the CM-R’s assumptions in preparing its analysis, a variance analysis between budget and preliminary
estimate, and recommendations for any adjustments to the budget. As a part of the budget analysis, the CM-R
shall consider costs relating to efficiency, constructability, usable life, maintenance, energy, and operation so as to
achieve the maximum life cycle value for the University. For all design and construction alternatives which affect
LEED compliance, the CM-R shall provide the required LEED Cost-Benefit Analysis.
MANAGEMENT INFORMATION SYSTEM (MIS)
ESTABLISHING THE PROJECT MIS The CM-R shall develop a MIS to establish communication between the University, CM-R, Designer, and other
parties on the Project. In developing the MIS, the CM-R shall interview the University’s key personnel and others to
determine the type of information for reporting, the reporting format, and the desired frequency for distribution
of the various reports.
DESIGN PHASE PROCEDURES As part of the MIS, the CM-R shall establish procedures for reporting, communication, and administration during
the Design Phase. These procedures shall be captured in a Project Coordination Manual, which shall be developed
by the CM-R with input from the Designer and the University and issued with the University’s concurrence. The
CM-R shall revise the Project Coordination Manual as required to reflect changes in organization, external
requirements or the advancement of the Project from design to construction.
DESCRIPTION OF PHASE 2 PRECONSTRUCTION (DESIGN PHASE) SERVICES Once approved by the South Carolina Budget & Control Board, the second phase will include the completion of
Preconstruction Services, including Design Completion to approximately 90%, the establishment of a Maximum
Allowable Construction Cost, project bonding, the Construction Buy-Out and contract conversion to a GMP. The
second phase of preconstruction activities will proceed as described below.
PROJECT MANAGEMENT
All design phase activities related to the Project shall be conducted in conformance with the applicable
requirements of the Manual for Planning and Execution of State Permanent Improvements−Part II as issued by the
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Office of State Engineer (“the OSE Manual”). These activities include, by way of example and without limitation,
the development of content, review and approval of submittals to the Office of State Engineer and other
Authorities Having Jurisdiction; any solicitations of interest or other public notices of business opportunities
related to the Project; and any public activities related to the Project. Consistent with the above, the CM-R shall
provide the following specific Design Phase preconstruction services:
REVISIONS TO THE CONSTRUCTION MANAGEMENT PLAN During the Design Phase, the CM-R shall make the recommendations to the University regarding revisions to the
Construction Management Plan. Revisions approved by the University shall be incorporated into the Construction
Management Plan.
PROJECT CONFERENCE At the start of the Design Phase, the CM-R shall conduct a project conference attended by the Designer, the
University and others as necessary. During the Project Conference, the CM-R shall review the Construction
Management Plan, the Master Baseline Schedule, the Design Phase Milestone Schedule, the Project and
Construction Budget, and the MIS.
DESIGN PHASE INFORMATION The CM-R shall monitor the Project Team’s compliance with the Construction Management Plan and the MIS and
the CM-R shall coordinate and expedite the flow of information between the University, Designer, and others as
necessary.
PROGRESS MEETINGS The CM-R shall conduct periodic progress meetings attended by the University, Designer and others as necessary.
Such meetings shall serve as a forum for the exchange of information concerning the Project and the review of
design progress. The CM-R shall prepare and distribute minutes of these meetings to the University, Designer, the
Office of State Engineer and others as directed.
REVIEW OF DESIGN DOCUMENTS The CM-R shall review the design documents for clarity, consistency, constructability and coordination among the
Contractors. The results of the review shall be provided in writing as notations on the documents or otherwise
documented in the Building Information Modeling (BIM) system files for the Project. The CM-R is not responsible
for providing, nor does the CM-R control, the Project design and contents of the design documents. By performing
the reviews described herein, the CM-R is not acting in a manner so as to assume responsibility or liability, in
whole or in part, for all or any part of the Project design and design documents. The CM-R’s actions in reviewing
the Project design and design documents and in making recommendations as provided herein are only advisory to
the University.
It is understood by all parties that it is in the best interests of the Project for the CM-R to have adequate time to
perform the required coordination and constructability checks, most especially the final coordination and
constructability review. As a basis for planning the CM-R shall allow ten (10) weeks for the State’s plan check
review of the completed Construction Documents. Once the State review is complete, the CM-R shall have four (4)
weeks for the final coordination and constructability review and to forward any comments to the Designer for
resolution. At this point the CM-R is expected to warrant the completeness of the design documents.
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DESIGN RECOMMENDATIONS The CM-R shall make recommendations to the University and Designer with respect to constructability,
construction cost, sequence of construction, construction duration, possible means and methods of construction,
time for construction, and separation of the Project contracts for various categories of Work. In addition, the CM-R
shall give to the Designer all data of which it or the University is aware concerning patents or copyrights for
inclusion in Contract Documents.
UNIVERSITY DESIGN REVIEWS The CM-R shall expedite the University’s design reviews by compiling and conveying the University’s comments to
the Designer and, as necessary, documenting those reviews in the BIM system files for the Project.
APPROVALS BY REGULATORY AGENCIES The CM-R shall coordinate transmittal of documents to regulatory agencies for review and shall advise of potential
problems in completing such reviews.
PUBLIC RELATIONS The CM-R shall assist the University in public relations activities and shall prepare information for and attend
public meetings regarding the Project.
PROJECT FUNDING The CM-R shall assist the University in preparing documents concerning the Project and Construction Budget and
for use in obtaining or reporting on project funding. The documents shall be prepared in a form approved by the
University.
TIME MANAGEMENT
REVISIONS TO MASTER BASELINE SCHEDULE As necessary throughout the Design Phase, the CM-R shall recommend schedule recovery adjustments and, if
absolutely necessary, revisions to the Master Baseline Schedule. The University shall issue change orders as
needed to the appropriate parties to implement any revisions to the Master Baseline Schedule.
PHASE 2 PRECONSTRUCTION (DESIGN) PHASE MILESTONE SCHEDULE After the University accepts the Master Schedule in Phase 1 the CM-R shall prepare a more detailed Milestone
Schedule for the Design Phase. The Design Phase Milestone Schedule shall be a method for judging progress during
the Phase 2 of the Preconstruction Services (the “Design Phase”).
Monitoring the Design Phase Milestone Schedule
The CM-R shall monitor compliance with the Design Phase Milestone Schedule and work with the Designer to
expedite the successful completion of the Design Work for the Project.
PRE-BID CONSTRUCTION SCHEDULES Prior to transmitting Contract Documents to bidders, the CM-R shall prepare a Pre-Bid Construction Schedule for
each part of the Project and make the schedule available to the bidders during the Construction Buy-Out Phase.
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COST MANAGEMENT
COST CONTROL Following the completion of each design phase milestone, the CM-R shall prepare an estimate of the construction
cost for the Design Drawings and Specifications furnished by the Designer. Each estimate shall be accompanied by
a report to the University and Designer identifying variances from the Baseline Project and Construction Budget as
well as CM-R’s assumptions in preparing the estimate. The CM-R shall coordinate the activities of the University
and Designer when changes to the design are required to remain within the Project and Construction Budget.
PROJECT AND CONSTRUCTION BUDGET REVISION The CM-R shall make recommendations to the University concerning the design changes that may result in
revisions to the Project and Construction Budget and divisions of the Work required for the Project. CM-R shall not
advise or cause the reduction or elimination of construction necessary for fire and life safety or for compliance
with applicable codes, standards, laws or regulations.
VALUE ENGINEERING STUDIES The CM-R shall provide value engineering recommendations to the University and Designer for major construction
components, including cost evaluations of alternative materials and systems. CM-R shall not advise or cause the
reduction or elimination of construction necessary for fire and life safety or for compliance with applicable codes,
standards, laws or regulations.
MANAGEMENT INFORMATION SYSTEM (MIS)
SCHEDULE REPORTS In conjunction with the services provided as part of Time Management Services, the CM-R shall prepare and
distribute schedule maintenance reports that shall contrast actual progress against scheduled progress for the
Design Phase and the overall Project and shall make recommendations to the University for corrective actions to
recover any loss of progress.
PROJECT COST REPORTS The CM-R shall prepare and distribute project cost reports that shall indicate estimated costs compared to the
Project and Construction Budget and shall make recommendations to the University for corrective action to
conform the Project Cost to the approved Total Project Cost.
CASH FLOW REPORT The CM-R shall periodically (at least monthly and as otherwise directed) prepare and distribute a cash flow report.
DESIGN PHASE CHANGE ORDER REPORT The CM-R shall prepare and distribute Design Phase change order reports that shall list all University-approved
change orders as of the date of the report and shall clearly identify the effect of the change orders on the Total
Project and Construction Budgets and the Master Baseline Schedule. The impact of such changes shall be
distinguished so as to be clearly reviewable for audit purposes.
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CONSTRUCTION BUY-OUT PHASE
PROJECT MANAGEMENT
All procurement activities related to the Project shall be conducted in conformance with the applicable
requirements of the Manual for Planning and Execution of State Permanent Improvements−Part II as issued by the
Office of State Engineer (“the OSE Manual”). These requirements are generally described in Chapters 5 through 7
of the OSE Manual. Consistent with the above, the CM-R shall provide the following procurement services.
VENDOR OUTREACH CAMPAIGN The CM-R, in implementing the Vendor Outreach Plan, shall conduct a telephonic and correspondence campaign to
attempt to create interest among qualified bidders and suppliers. The CM-R shall prepare and place notices and
advertisements to solicit expressions of interest for prequalification and bids for construction, supplies and
services required by the Project. Such notices shall, at a minimum, be published in South Carolina Business
Opportunities (“SCBO”), and in other media intended to maximize the awareness of the project in the small and
disadvantaged business community.
PREQUALIFYING BIDDERS The CM-R, in cooperation with the Designer and University, shall implement the Vendor Outreach Plan to develop
lists of possible bidders and shall prequalify bidders for Trade Subcontracts. This prequalification process shall be in
accordance with the Prequalification Handbook as issued by the Office of State Engineer. This service shall include
the following: preparation and transmission of questionnaires; receiving and analyzing completed questionnaires;
interviewing possible bidders, bonding agents, and financial institutions; and preparing summary reports regarding
this activity to the University. The CM-R shall also prepare and transmit to the University a proposed bidders list for
each bid package. The University shall notify the CM-R promptly of any reasonable objections to a proposed
bidder, and the CM-R shall remove that bidder from the bidders list.
DELIVERY OF BID DOCUMENTS The CM-R shall expedite the delivery of bid documents to the bidders. The CM-R shall obtain documents from the
Designer and arrange for dissemination to the bidders. The CM-R shall maintain a record of bidders receiving
documents.
PRE-BID CONFERENCES In conjunction with the Designer, the CM-R shall conduct a Pre-Bid Conference for each bid package. In accordance
with the OSE Manual, these conferences shall not require mandatory attendance by subcontractors. These
conferences shall be forums for the CM-R and Designer to explain to the bidders and other interested parties the
Project requirements, including information concerning schedule requirements, time and cost control
requirements, access requirements, contractor interfaces, the project administrative requirements and technical
information.
INFORMATION TO BIDDERS The CM-R shall develop and coordinate procedures to provide answers to bidders’ questions.
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ADDENDA The CM-R shall receive from the Designer a copy of all addenda. The CM-R shall review addenda for clarity,
consistency and coordination. By performing the reviews described herein, the CM-R is not acting in a manner so
as to assume responsibility or liability, in whole or in part, for all or any part of the Project design or the content of
the design documents. The CM-R shall also distribute a copy of all addenda to each bidder receiving documents.
The requirements for Addenda to Bidding Documents are set forth in the OSE Manual.
BID OPENING The CM-R shall conduct bid openings and shall evaluate the bids to determine the lowest responsive and
responsible bidder. The CM-R shall make recommendations to the University concerning the acceptance or
rejection of bids. All Bid Openings shall be conducted in accordance with Section 6.9 of the OSE Manual, provided
however that bids shall be opened publically by the CM-R in the presence of one or more witnesses of the
University. A tabulation of those submitting offers shall be made a public record. The contents of competing offers
shall be analyzed by the CM-R in private and shall not be revealed until contract award is made. No award may be
made until the University, in consultation with the Designer as necessary, has reviewed and evaluated the results
of the bids and any post-bid negotiations conducted by the CM-R.
CONSTRUCTION CONTRACTS At the direction of the University, the CM-R shall prepare, execute, and deliver the Contract Documents between
the CM-R and the Contractors. The CM-R shall also issue the notices to proceed.
PERMITS, INSURANCE AND LABOR AFFIDAVITS The CM-R shall verify that the Contractor has secured the required building permits, bonds, insurance, labor
affidavits, and waivers.
TIME MANAGEMENT
PRE-BID CONSTRUCTION SCHEDULE The CM-R shall inform the bidders of their responsibilities regarding the Pre-Bid Construction Schedule specified in
the Instructions to Bidders or Contract Documents.
CONTRACTOR’S CONSTRUCTION SCHEDULE The CM-R shall provide a copy of the Master Schedule to the bidders. As part of the Notice of Award, the CM-R
shall inform each Contractor of the requirements for the preparation of a Contractor’s construction schedule that
supports the Master Schedule. The Contractor shall prepare and maintain its own construction schedule in
accordance with the requirements of the Contract Documents. The CM-R shall define the form, content and timing
of schedule maintenance reports to be submitted by the Contractor.
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COST MANAGEMENT
ESTIMATES FOR ADDENDA
The CM-R shall prepare an estimate of costs for all addenda and shall submit the estimates to the
University for approval. After approval by the University, the addenda shall be transmitted to bidders
and the Guaranteed Maximum Price shall be adjusted as provided in the Contract Documents.
ANALYZING BIDS Upon receipt of bids, the CM-R shall evaluate the bids, including alternate prices and unit prices. All bids received
by the CM-R shall be evaluated for responsiveness and responsibility. The University shall assist the CM-R in this
evaluation.
TRADE CONTRACT AWARD Based on its analysis of bids and any negotiations with bidders, the CM-R will advise the University of its intent to
award specific contracts. The notification shall be accompanied by a Memorandum of Negotiation. The University,
with the assistance of the Designer as necessary, has the right to review the bids and any negotiations and must
concur with the CM-R’s intent prior to award of any subcontract.
MANAGEMENT INFORMATION SYSTEM (MIS)
SCHEDULE MAINTENANCE REPORTS The CM-R shall prepare and distribute schedule maintenance reports during the Procurement Phase. The reports
shall compare the actual bid and award dates to scheduled bid and award dates and shall summarize the progress
of the Project.
PROJECT COST REPORTS The CM-R shall prepare and distribute the project cost reports during the Construction Buy-Out Phase. The reports
shall specify the actual award prices and construction costs for the Project, compared to the Total Project and
Construction Budget.
CASH FLOW REPORTS The CM-R shall prepare and distribute cash flow reports during the Construction Buy-Out Phase. The reports shall
be based on actual award prices and construction costs for the Project and the reports shall specify the actual cash
flow compared to the projected cash flow.
DESCRIPTION OF CONSTRUCTION PHASE SERVICES
PROJECT MANAGEMENT
Upon commencement of the Construction Phase, the CM-R shall assume the responsibilities of a General
Contractor. All construction activities related to the Project shall be conducted in conformance with the applicable
requirements of the Manual for Planning and Execution of State Permanent Improvements−Part II as issued by the
Office of State Engineer (“the OSE Manual”). Construction related responsibilities, procedures and contract
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administration forms are described in Chapter 7 and Appendices B and C of the OSE Manual. Consistent with the
above, the CM-R shall provide the following Construction Phase services:
PRE-CONSTRUCTION CONFERENCE In connection with the Designer, the CM-R shall conduct one or more Pre-Construction Conferences during which
the CM-R shall review the reporting procedures, site operations and other contractual requirements.
ONSITE MANAGEMENT AND CONSTRUCTION PHASE COMMUNICATION PROCEDURES The CM-R shall provide and maintain a management team on the Project site to provide contract administration
and the CM-R shall establish and implement coordination and communication procedures among the CM-R,
University, Designer, and Contractors.
CONTRACT ADMINISTRATION PROCEDURES The CM-R shall establish and implement procedures for expediting and processing requests for information, shop
drawings, material and equipment sample submittals, Contractor schedule adjustments, change orders,
substitutes, payment requests and the maintenance of logs. The CM-R shall maintain daily job reports. The CM-R
shall be the party to whom requests for information, submittals, Contractor schedule adjustments, substitutes,
change order requests and payment requests shall be submitted.
PROJECT SITE MEETINGS The CM-R shall conduct meetings at the Project site with each Contractor as necessary to ensure the Contractor’s
efforts remain in alignment with the project expectations for quality and schedule and to resolve problems. The
CM-R shall schedule and conduct regular coordination meetings with all Contractors, the University and Designer.
The CM-R shall record, transcribe and distribute minutes to all attendees, the University and Designer. Project
coordination meetings shall occur weekly or as otherwise directed by University.
COORDINATION OF OTHER INDEPENDENT CONSULTANTS Technical inspection and testing provided by the University shall be coordinated by the CM-R, who shall provide
timely notice to the University’s inspectors that the Work has progressed to a point where inspection is required.
The CM-R shall be provided with a copy of all inspection and testing reports on the day of the inspection or test or
when issued. The CM-R is not responsible for providing, nor does the CM-R control, the actual performance of
technical inspection and testing. The CM-R is performing a coordination function and is not acting in a manner so
as to assume responsibility, in part or in whole, for all or any part of such inspection and testing. This subparagraph
shall not relieve the CM-R or its Contractors from their collective responsibility to perform any and all tests and
inspections required of them by the approved plans and specifications or as deemed necessary by CM-R to assure
itself that the work conforms to the requirements of the plans and specifications.
REVIEW OF REQUESTS FOR CHANGES TO THE CONTRACT TIME AND PRICE The CM-R shall review the contents of a request for changes to the construction contract time or price submitted
by a Contractor, assemble information concerning the request and endeavor to determine the cause of the
requests. In instances where the CM-R’s analysis reveals that the request is valid, the CM-R shall prepare a detailed
written analysis.
STUDENT HEALTH CENTER CONSTRUCTION PROJECT
UNIVERSITY OF SOUTH CAROLINA
STATE PROJECT H27-6091-SG
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QUALITY REVIEW The CM-R shall establish and implement a program to monitor the quality of construction. The purpose of the
program shall be to guard the University against defects and deficiency in the work of the Contractor. The CM-R
shall transmit to the Contractor a notice of nonconforming work and may reject work when it is the opinion of the
CM-R that the work does not conform to the requirements of the Contract Documents. Except for minor variations
as stated herein, the CM-R is not authorized as part of this service to change, evoke, enlarge, relax, alter, or to
release any requirement of the Contract Documents or to approve or accept any portion of the Work not
performed in accordance with the Contract Documents.
CM-R’s quality program shall assure effective and timely action is taken to repair or otherwise remediate any
defective construction identified by inspection or testing, whether performed by the CM-R, its Contractors, or the
University’s Inspectors. All deficiencies or non-compliances shall be actively traced and reported separately to the
University, the Designer and the Office of State Engineer until an acceptable resolution is achieved.
OPERATION AND MAINTENANCE MATERIALS The CM-R shall receive from the Contractors operation and maintenance manuals, warranties and guarantees for
materials and equipment installed in the Project, in accordance with the Contract Documents.
SUBSTANTIAL COMPLETION When the CM-R considers that the Work, or a portion thereof that the University agrees to accept separately, is
substantially complete, then the CM-R, shall provide the Designer and the University with a complete and
comprehensive listing of all items or work or supply that remain to be corrected or completed prior to any request
for final payment. The CM-R’s failure to include any item of work or supply required by the Contract Documents
does not relieve the CM-R of its responsibility to complete all Work in accordance with the Contract Documents.
The CM-R's list of items of work or supply to be completed or corrected shall be in writing and attached to the ''
Certificate of Substantial Completion'' (AIA G704). The AIA G704shall be submitted at least ten (10) days in
advance of the proposed date of inspection and shall be forwarded through the Designer, who will attach its
written endorsement as to whether or not it concurs with the CM-R's statement that the Work will be ready for
inspection and testing on the date given. The Designer's endorsement is a convenience to the University only and
shall not relieve the CM-R of its responsibility in the matter, nor shall the Designer's endorsement be deemed to be
evidence that the Work was substantially complete and ready for inspection and testing. In the event that the
Designer does not concur with the CM-R's statement, the Designer shall inform the CM-R of the basis for the
Designer's non-concurrence. The CM-R may then, at its sole option, (1) defer the inspection; or, (2) request the
inspection be performed as set forth below.
Inspection and testing shall take place at a time(s) mutually agreeable to the CM-R, the University, the OSE, the
University’s Third-Party Inspectors and the Designer. The inspection shall include a demonstration by the
Contractor that all equipment, systems and operable components of the Work function properly and in accordance
with the Contract Documents. The CM-R shall not be responsible for design defects that prevent the Work from
functioning properly. The Contractor shall furnish access for the inspection and testing as provided in this Contract.
The inspection and testing shall determine whether Substantial Completion has been accomplished and shall result
in the Designer's issuance of a written list of Unfinished Work and Defective Work, commonly referred to as a
''punch list'', each item of which must be finished and corrected prior to Final Completion.
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STATE PROJECT H27-6091-SG
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The Designer and its Consultants shall conduct all Substantial Completion inspections. The University may elect to
have other persons of its choosing also participate in the inspections. Representatives of the State Fire Marshal's
Office, the Office of State Engineer and other authorities may be present, at their sole discretion, at the Substantial
Completion inspection or otherwise inspect the Work and advise the University whether the Work meets their
respective requirements.
If the inspection discloses any item which is not in accordance with the requirements of the Contract Documents
and will prevent the University from occupying or utilizing the Work for its intended use, the CM-R shall complete
or correct such item upon notification by the A/E. The CM-R shall then submit a request for a follow-up inspection
by the A/E to determine Substantial Completion.
The CM-R shall proceed promptly and diligently to complete and correct items on the list of Unfinished or
Defective Work. Failure to include an item on such list does not alter the responsibility of the CM-R to complete all
Work in accordance with the Contract Documents.
If more than one Substantial Completion inspection is required, the CM-R shall reimburse the University for all
costs of reinspection or, at the University's option, the costs may be deducted from payments due to the CM-R.
In consultation with the Designer and the OSE, the University shall determine when the CM-R’s Work is
substantially complete. In consultation with University and the OSE the Designer shall, prior to issuing a Certificate
of Substantial Completion, prepare a list of work that does not conform to the Contract Documents. This list shall
be attached to the Certificate of Substantial Completion (AIA G704).
FINAL COMPLETION Final Completion shall be achieved on or before the date established in the Baseline Schedule and in no event no
later than ninety (90) days after Substantial Completion unless otherwise stated in the Contract Documents or
modified by a Change Order. Failure of the CM-R to achieve Final Completion within the time allowed under this
Subparagraph shall entitle University to consider the CM-R in substantial breach of its obligations under this
Contract.
The CM-R shall notify the University and the Designer in writing on of the date when the Work has reached or will
reach Final Completion and will be ready for final inspection and testing. The notice shall be given at least ten (10)
days in advance of said date and shall be forwarded through the Designer, who will attach its endorsement as to
whether or not it concurs in the CM-R's statement that the Work will be ready for inspection and testing on the
date stated. The Designer's endorsement is a convenience to the University only and shall not relieve the CM-R of
its responsibility in the matter, nor shall the Designer's endorsement be deemed to be evidence that the Work was
finally complete and ready for inspection and testing. In the event that the Designer does not concur with the CM-
R's statement, the Designer shall inform the Contractor of the basis for the Designer's non-concurrence. The CM-R
may then, at its sole option, (1) defer the inspection; or, (2) request the inspection be performed as set forth
below. The final inspection and testing shall be conducted in the same manner as the inspection for Substantial
Completion.
Representatives of the State Fire Marshal's Office, the Office of State Engineer and other authorities may be
present at the Final Completion inspection or otherwise inspect the completed Work and advise the University
whether the Work meets their respective requirements for the Project.
STUDENT HEALTH CENTER CONSTRUCTION PROJECT
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STATE PROJECT H27-6091-SG
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In consultation with the Designer, the University shall determine when the CM-R’s Work is finally completed and,
following completion of corrections, shall issue a Certificate of Final Completion to the CM-R. Following the receipt
of payment from the University, the CM-R shall make all payments due to Contractors. Receipt of payment from
the University is a condition precedent to payment of the Contractors.
If more than one Final Completion inspection is required, the CM-R shall reimburse the University for all costs of
reinspection or, at the University's option, the costs may be deducted from payments otherwise due to the CM-R
as a Cost of the Project.
Approval of Work at or as a result of any inspection required herein shall not release the CM-R or its surety from
responsibility for complying with the Contract.
TIME MANAGEMENT
MASTER BASELINE SCHEDULE The CM-R shall adjust and update the Master Baseline Schedule and distribute copies to the University and
Designer. All adjustments to the Master Baseline Schedule shall be made for the benefit of the Project.
CONTRACTOR’S CONSTRUCTION SCHEDULE The CM-R shall review each Contractor’s Construction Schedule and shall verify that the schedule is prepared in
accordance with the requirements of the Contract Documents and that it establishes completion dates that comply
with the requirements of the Master Baseline Schedule.
CONSTRUCTION SCHEDULE REPORT
The CM-R shall review the progress of construction of each Contractor on a monthly basis, shall evaluate the
percentage complete of each construction activity as indicated in the Contractor’s Construction Schedule and shall
review such percentages with the Contractor. This evaluation shall serve as data for input to the periodic
Construction Schedule report that shall be prepared and distributed to the Contractor, the University and
Designer. The report shall indicate the actual progress compared to scheduled progress and shall serve as the basis
for the progress payment to the Contractor. The CM-R shall determine and implement alternative courses of
action that may be necessary to achieve contract compliance by the Contractor.
CM-R REVIEW OF TIME EXTENSION REQUESTS The CM-R shall, as a prerequisite to any request for a change order, determine the effect on the Master Baseline
Schedule of time extensions requested by the Contractor.
RECOVERY SCHEDULES As part of any request for time extensions, the CM-R shall require the Contractor to prepare and submit a recovery
schedule as specified in the Contract Documents.
PROJECT CLOSEOUT SCHEDULE At approximately 80% completion and no less than ninety (90) days prior to the scheduled date for Substantial
Completion, the CM-R will conduct a Project Closeout Review with the University, the Designer, representatives of
STUDENT HEALTH CENTER CONSTRUCTION PROJECT
UNIVERSITY OF SOUTH CAROLINA
STATE PROJECT H27-6091-SG
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all end-user organizations and all trade contractors or suppliers whose work is underway or is required for
Substantial Completion. The OSE and third-party inspectors will be invited to attend.
Discussions shall focus on the identification and mitigation of possible delays during the project closeout process.
Discussions at the meeting shall include all known construction and fiscal issues to be addressed before Substantial
Completion and the parties responsible for resolution and the required resolution dates. The CM-R shall prepare a
Project Closeout Schedule to document the results of the initial meeting. During the meeting,
The CM-R and Designer will review the as-built drawings commensurate with the status of the completed
construction.
The CM-R and the University will review any approved or pending contract modifications and identify any
prospective requests for modification, including a review of current cash flow and uncommitted funds.
The University and the end-user will discuss any specialty equipment required prior to occupying the
facility.
Other items to be discussed and scheduled include:
The Above-Ceiling Inspection
O&M Manual submission, approval and turn-over
O&M Training
Preliminary Operational and Functional Testing of Systems
Mechanical Test & Balance (dry and wet sides)
Elevator, Fire Alarm and Sprinkler System testing and acceptance
Final Operational Testing of Mechanical and Electrical Systems
Commissioning
System Tagging, Charts and Diagrams
Delivery of Spare Parts, Tools and Excess Materials
Installation and Testing of Owner-Furnished Equipment
Landscaping and Outside Utilities
Exterior Finish (paving, lighting, sidewalks)
Signage
Keying
Final Cleanup
Occupancy Plan
Additional Closeout meetings will be conducted at least weekly to review progress and address any issues that
arise.
COST MANAGEMENT
CONTRACTOR SCHEDULE OF VALUES The CM-R shall, in participation with the Contractors, determine a Schedule of Values for each of the construction
contracts. The Schedule of Values shall be the basis for the allocation of the Construction Contract price to the
activities shown on the Contractor’s Construction Schedule.
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ALLOCATION OF COSTS TO CONTRACTOR’S CONSTRUCTION SCHEDULE The Contractor’s Construction Schedule shall have the total Construction Contract price allocated among the
Contractor’s scheduled activities so that each of the Contractor’s activities shall be allocated a price and the sum of
the prices of the activities shall equal the total Construction Contract price. The CM-R shall review the contract
price allocations and verify that such allocations are made in accordance with the requirements of the Contract
Documents. Progress Payments to the Contractor shall be based on the Contractor’s percentage of completion of
the scheduled activities as set out in the Construction Schedule report and the Contractor’s compliance in
accordance with the Contract Documents.
CHANGE ORDER CONTROL The CM-R shall establish and implement a change order control system. The control system establish by the CM-R
shall include an affirmative determination by USC that the resultant changed construction is in conformance with
the applicable building and other codes. CM-R’s scheduling process shall recognize that such a determination may
require USC to refer the matter to the OSE or other authorities as part of the review and approval process. The
control system shall also reflect the limits of the University’s authority to authorize changes to the GMP and shall
support the University in fulfilling University’s responsibility to conform to said limitation.
All proposed University-initiated change orders shall first be described in detail in writing by the University to the
CM-R and then shall be forwarded in a request for proposal to the affected Contractors, accompanied by technical
drawings and specifications prepared by the Designer. In response to the request for a proposal, the Contractor
shall submit to the CM-R for evaluation detailed information concerning the costs and time adjustments, if any,
necessary to perform the proposed change order work. The CM-R shall review each Contractor’s proposal, shall
discuss the proposed change order with the Contractor and endeavor to determine the Contractors’ basis for the
cost and time to perform the Work and, as applicable, the effect, if any, on the Guaranteed Maximum Price. The
CM-R shall present its findings to the University and, following review by the Designer and University acceptance,
shall prepare the change order documents for signature by the CM-R and University. Upon execution of the change
order documents between the CM-R and University, the CM-R shall prepare change order documents for signature
by the affected Contractor. The CM-R shall verify that the Work and any adjustment of time required by approved
change orders has been incorporated into the Project Baseline Schedule and the affected Contractors’
Construction Schedules.
The CM-R shall review the contents of all Contractor-requested changes to the contract time or price, endeavor to
determine the effect, if any, on the Guaranteed Maximum Price. The CM-R shall provide the Designer a copy of
each change request, and the CM-R shall, in its evaluations of the Contractor’s request, consider the Designer’s
comments regarding the proposed changes. Changes which represent a reallocation of scope and cost from one
contractor to another or the resolution of an internal issue with no change in net cost to the University shall be
reported to the University for information. All changes that result in: (1) a proposed change in Construction
contingency funds; or, (2) a change in the GMP shall be submitted to the University for review and approval. The
CM-R shall prepare the necessary change order documents for review by the Designer and signature by the CM-R
and University. The form of the Change Order documents shall be as provided in Chapter 7 and Appendix B of the
OSE Manual. The CM-R shall prepare change order documents for signature by the affected Contractor.
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COST RECORDS In instances where a lump sum or unit price is not determined prior to performing Work described in a request for
proposal the CM-R shall request from the Contractor records of the cost of payroll, materials and equipment and
the amount of payments to subcontractors incurred by the Contractor in performing the Work.
TRADE-OFF STUDIES The CM-R shall provide trade-off studies for various minor construction components. The results of the trade-off
studies shall be in report form and distributed to the University and Designer.
PROGRESS PAYMENTS In consultation with the Designer, the CM-R shall review the payment applications submitted by each Contractor
and determine whether the amount requested reflects the actual progress of the Contractor’s Work that has been
acceptably performed in accordance with the design documents. The CM-R shall make appropriate adjustments to
each payment application and shall prepare and forward to the University a progress payment report. The report
shall state the total contract price, payments to date, current payment requested, retainage and actual amounts
owed for the current period. Included in this report shall be a certificate of payment that shall be signed by the
CM-R and delivered to the University.
MANAGEMENT INFORMATION SYSTEM (MIS)
SCHEDULE MAINTENANCE REPORTS The CM-R shall prepare and distribute schedule maintenance reports during the Construction Phase. The reports
shall compare the actual construction dates to scheduled construction dates of each separate construction
contract and to the Master Baseline Schedule for the Project.
PROJECT COST REPORTS The CM-R shall prepare and distribute Project cost reports during the Construction Phase. The reports shall specify
actual Project and construction costs compared to the Project and Construction Budgets and report the status of
the CM-R’s contingency fund accounts.
PROJECT AND CONSTRUCTION BUDGET REVISIONS The CM-R shall make recommendations to the University concerning construction changes that may result in
revisions to the Project and Construction Budgets or Guaranteed Maximum Price or may require the release of
either the Owner’s or CM-R’s contingency funds.
Cash Flow Reports
The CM-R shall prepare and distribute cash flow reports during the Construction Phase. The reports shall specify
actual cash flow as compared to projected cash flow.
CONTRACTOR PROGRESS PAYMENT REPORTS The CM-R shall prepare and distribute progress payment reports for each contractor. The reports shall state the
total construction contract price, payment to date, current payment requested, retainage and actual amounts
owed this period. A portion of this report shall be a certificate of payment that shall be signed by the CM-R and
delivered to the University for use by the University in making payments to the CM-R.
STUDENT HEALTH CENTER CONSTRUCTION PROJECT
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STATE PROJECT H27-6091-SG
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CHANGE ORDER REPORTS The CM-R shall periodically prepare and distribute change order reports during the Construction Phase. The report
shall list all University-approved change orders by number, a brief description of the change order work, the cost
established in the change order and percent of completion of the change order work. The report shall also include
similar information for potential change orders of which the CM-R may be aware.
POST CONSTRUCTION PHASE
PROJECT MANAGEMENT
All post-construction activities related to the Project shall be conducted in conformance with the applicable
requirements of the Manual for Planning and Execution of State Permanent Improvements−Part II as issued by the
Office of State Engineer (“the OSE Manual”) and the University’s requirements for close-out documents.
RECORD DOCUMENTS The CM-R shall coordinate and expedite submittals of information from the Contractors for preparation of record
drawings and specifications, and shall coordinate and expedite the transmittal of such record documents to the
University.
ORGANIZE AND INDEX OPERATIONS AND MAINTENANCE MATERIALS Prior to final completion of the Project the CM-R shall compile manufacturers’ operations and maintenance
manuals, warranties and guarantees and bind such documents in an organized manner. This information shall then
be provided to the University.
OCCUPANCY PERMIT The CM-R shall assist the University in obtaining an occupancy permit by accompanying representatives of the
Office of State Engineer and others during occupancy inspections of the Project, preparing and submitting
documentation to OSE and other governmental agencies and coordinating final testing and other activities.
WARRANTY SERVICES CM-R shall assist University and Designer in performing warranty inspections during the warranty period of the
Project. CM-R shall coordinate the work of Contractors as required to address warranty phase issues to the
satisfaction of the University.
TIME MANAGEMENT
OCCUPANCY PLAN Working with the University and the end users, the CM-R shall prepare an Occupancy Plan for the Project. This plan
shall be provided to the University as part of the Project Closeout Schedule.
COST MANAGEMENT
CHANGE ORDERS
The CM-R shall continue to provide services related to change orders as required until project completion.
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MANAGEMENT INFORMATION SYSTEM (MIS)
CLOSEOUT REPORTS At the conclusion of the Project, the CM-R shall prepare final project accounting and closeout reports.
MIS REPORTS FOR MOVE-IN AND OCCUPANCY The CM-R shall prepare and distribute reports associated with the Occupancy Plan.